Portfolio Manager – Sioux Falls, SD

Portfolio Manager
WHAT THE COMPANY WILL OFFER YOU:
• $60,000 - $90,000
• Benefits:
o Free Health, Dental, & Vision Insurance
o PTO, 11 Paid Holidays
o Short & Long Term Disability
o Life Insurance
o Flex Spending Account
o Education Reimbursement / Paid Education & Conferences
o Health Savings Account
o Matching Charitable Donations
o Volunteer Incentive Program
o 401k (company matches 50% of the first 6% contributed by employees)
o Profit Sharing
THE ROLE YOU WILL PLAY:
• Investment Strategy Development: Create and implement tailored investment strategies aligned with client goals, risk tolerance, and market conditions.
• Portfolio Analysis and Optimization: Regularly review and adjust portfolios to ensure optimal performance, addressing market changes and economic trends.
• Client Relationship Management: Build and maintain strong relationships with clients, providing updates, insights, and recommendations to meet their financial objectives.
• Risk Assessment and Compliance: Evaluate and manage portfolio risks while ensuring adherence to regulatory requirements and internal policies.
• Market Research and Reporting: Conduct in-depth market analysis to identify investment opportunities, prepare detailed reports, and present findings to stakeholders.
BACKGROUND PROFILE:
• Bachelor’s Degree in Business, Accounting, or Related Field.
• 2+ Years of Credit Analyst Experience.
• Excellent Written & Verbal Communication Skills.
• Prior Sales Experience – preferred.

Contact:
Travis Peper
(605) 428-6149
[email protected]